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Voya Balanced Income S (IIFSX)

9.35 +0.06 (+0.65%)
At close: 8:00 PM EDT

Fund Summary

Under normal market conditions, the manager intends to invest approximately 60% of its assets in fixed-income securities and approximately 40% of its assets in equity securities ("Target Allocation"). The Portfolio may also invest in derivatives, including options, futures, index futures, swaps (including interest rate swaps, total return swaps, and credit default swaps), and currency forwards, as a substitute for taking a position in an underlying asset, to make tactical asset allocations, to seek to minimize risk, to enhance returns, and/or assist in managing cash.

Voya Balanced Income S

Scottsdale AZ 85258
7337 E. Doubletree Ranch Road

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Voya
Net Assets 231.35M
YTD Return 5.12%
Yield 2.58%
Morningstar Rating
Inception Date May 03, 2006

Fund Operations

Last Dividend 0.25
Last Cap Gain -9.00
Holdings Turnover 104.00%
Average for Category --

Fees & Expenses

Expense IIFSX Category Average
Annual Report Expense Ratio (net) 1.02% 0.72%
Prospectus Net Expense Ratio 1.02% --
Prospectus Gross Expense Ratio 1.06% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.82%
Max Deferred Sales Load -- 1.38%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Vincent J. Costa, Lead Manager since May 01, 2019
Vincent Costa is head of the value and global quantitative equities teams and also serves as a portfolio manager for the active quantitative and fundamental large cap value strategies. Vinnie joined Voya Investment Management (Voya IM) in April 2006 as head of portfolio management for quantitative equity. Prior to joining Voya IM, he managed quantitative equity investments at both Merrill Lynch Investment Management and Bankers Trust Company. He earned a BS in quantitative business analysis from Pennsylvania State University and an MBA in finance from the New York University Stern School of Business, and holds the Chartered Financial Analyst® designation.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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